Position in VMRK
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$5,209,483
+$204,625 QoQ
Shares Held
76,689
-9.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 5%
Shared 2%
None 93%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $97,594,240 across 14 REIT - Residential names. VMRK ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
65,119 | $18,988,048 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
125,554 | $17,444,472 | |
| 3 | AMH |
American Homes 4 Rent
|
481,871 | $16,152,315 | |
| 4 | CPT |
Camden Property Trust
|
120,014 | $13,740,402 | |
| 5 | SUI |
Sun Communities Inc
|
92,544 | $11,096,950 | |
| 6 | 98,207 | $6,634,718 | |||
| 7 | VMRK |
Vivmark Residential
This page
|
76,689 | $5,209,483 | |
| 8 | MRP |
Millrose Properties, Inc.
|
95,337 | $2,864,876 |
All Filings in VMRK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,209,483 | 76,689 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $5,004,858 | 84,613 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,547,456 | 87,999 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $5,421,847 | 83,761 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $5,886,745 | 87,224 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $6,394,454 | 89,333 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,411,181 | 89,342 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $6,908,324 | 92,779 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $6,389,680 | 92,150 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $5,626,130 | 89,148 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,736,318 | 93,792 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,653,538 | 96,296 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,951,918 | 105,380 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $6,035,340 | 100,589 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $6,043,606 | 102,434 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||